Institutional Ownership Amerco (UHAL)
This table provides information about the institutional ownership of Amerco (UHAL). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 7.36 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
104
shares
|
$7,723
0.0% of portfolio
|
Q4 2024
Added 2500.0%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
101
shares
|
$7,500
0.0% of portfolio
|
Q3 2024
Added 1583.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
100
shares
|
$7,426
0.0% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
100
shares
|
$7,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
98
shares
|
$7,277
0.0% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
96
shares
|
$7,128
0.0% of portfolio
|
Q1 2024
Reduced 72.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
95
shares
|
$7,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
91
shares
|
$6,757
0.0% of portfolio
|
Q4 2024
Added 237.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
80
shares
|
$5,940
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$5,718
0.0% of portfolio
|
Q4 2023
Added 40.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
54
shares
|
$4,010
0.0% of portfolio
|
Q3 2024
Added 1250.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
53
shares
|
$3,935
0.0% of portfolio
|
Q3 2023
Reduced 3.64%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
52
shares
|
$3,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
51
shares
|
$3,787
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$3,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
47
shares
|
$3,490
0.0% of portfolio
|
Q4 2024
Added 176.47%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
43
shares
|
$3,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
41
shares
|
$3,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
33
shares
|
$2,450
0.01% of portfolio
|
Q4 2017
Reduced 96.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$2,450
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$2,227
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
23
shares
|
$1,707
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
23
shares
|
$1,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
22
shares
|
$1,633
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21
shares
|
$1,559
0.0% of portfolio
|
Q3 2024
Added 5.0%
|